Financial Advisory Services

You face opportunities and challenges shaped by factors such as your financial strength, experience with debt and derivative transactions, banking relationships, and current market conditions. Once we understand your unique situation, we apply our market knowledge and transaction experience to deliver customized Financial Advisory Services to help you achieve your goals.

By applying a thoughtful process, we leverage your time and clarify decision making each step of the way. We can help you achieve better results with less stress. We can also help you communicate the assumptions, options, decisions, challenges, and wins up the chain of command.

Whether you’re a first-time or frequent issuer, planning a simple, standalone deal or a complex series of interrelated transactions, SJ Advisors will map the course and help you get the job done right.

Our Financial Advisory Services include:

Evaluating and negotiating proposals to achieve the best rates and terms

Helping select finance professionals for the transaction team

Reviewing and negotiating documents to make sure they reflect the terms of the transaction

Assisting with ratings presentations

Validating market pricing

Managing the timeline to ensure all parties are on track for an on-schedule closing

How we make a difference:

Generated more than $500,000 in savings and improved the terms of a letter of credit renewal for a highly rated institution.

Evaluated structuring options and guided pricing of fixed-rate refunding and new money bonds for an A-rated institution, which produced significant PV savings.

Presented fixed, variable, and synthetic options for a new money transaction in the context of the client’s existing debt, derivatives, and investment positions leading to board approval of our recommendations.